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HCVT - Holthouse Carlin & Van Trigt logo
HCVT - Holthouse Carlin & Van Trigt

Holthouse Carlin & Van Trigt (HCVT) is a top 30 CPA firm that provides tax, audit and assurance, mergers and acquisition, business management, and valuation adv

Advisory Manager / Senior Manager

Location

Texas

Posted

106 days ago

Salary

0

Seniority

Senior

Bachelor Degree6 yrs expEnglish

Job Description

Advisory Manager / Senior Manager

HCVT - Holthouse Carlin & Van Trigt

• Lead and manage advisory engagements, primarily business valuations for financial reporting, as well as financial modeling, FP&A, and M&A projects. • Serve as a client contact, building trusted relationships with executives, founders, and finance leaders. • Translate complex financial data into clear insights, recommendations, and deliverables for client decision-making. • Manage engagement economics, timelines, scope, and staffing to ensure high-quality, on-time delivery. • Perform, manage and review business valuations for financial reporting, tax planning, litigation support, and M&A support. • Develop and review financial models, including option pricing models, Monte Carlo analyses, forecasts, budgets, and scenario analyses. • Ensure analyses comply with applicable accounting standards (e.g., ASC 350/360, ASC 805, ASC 820) and valuation best practices. • Support clients with KPI development, cash flow analysis, and performance reporting. • Participate in internal reviews, quality control procedures, and knowledge-sharing initiatives. • Supervise, mentor, and review the work of senior associates and associates, providing technical guidance, coaching, and performance feedback. • Collaborate closely with the Armenia-based advisory team to ensure alignment on methodologies, quality standards, and deadlines. • Act as a bridge between U.S. based leadership and the Armenia advisory team, including semi-annual travel to Armenia. • Assist with proposal development, scoping, and pricing of advisory engagements.

Job Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Statistics or a related field.
  • CPA or CFA license preferred.
  • 6–10+ years of experience in valuations for financial reporting (GAAP).
  • Prior experience at a public accounting firm or professional services environment.
  • Experience managing client engagements and leading project teams.
  • Strong technical knowledge of valuation methodologies and financial modeling.
  • Exposure to U.S. GAAP financial reporting and valuation standards.
  • Familiarity with complex securities concepts such as stock options, warrants, convertible instruments, equity compensation and Monte Carlo simulations.
  • Advanced proficiency in Excel and financial modeling tools
  • Excellent written and verbal communication skills, with the ability to explain complex concepts clearly.
  • Proven leadership, mentoring, and people management capabilities.
  • Strong organizational and project management skills.
  • Ability to work effectively across cultures and time zones and travel semi-annually to Armenia.

Benefits

  • Visit the Benefits section to learn more

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